We are live on ! Find out more
WMT icon

Walmart Inc

2,292 hedge funds and large institutions have $119B invested in Walmart Inc in 2020 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 1,054 increasing their positions, 801 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 72

78% more call options, than puts

Call options by funds: $4.57B | Put options by funds: $2.57B

32% more repeat investments, than reductions

Existing positions increased: 1,054 | Existing positions reduced: 801

24% more funds holding in top 10

Funds holding in top 10: 97120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,1802,292 (+112)

0.6% more ownership

Funds ownership: 89.9%90.5% (+0.6%)

Holders
2,292
Holders Change
+112
Holders Change %
+5.14%
% of All Funds
46.24%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.42%
New
202
Increased
1,054
Reduced
801
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
2101
Hunter Associates Investment Management
Pennsylvania
$229K +$218K +4,914 New
CBFP
2102
Cedar Brook Financial Partners
Ohio
$229K +$219K +4,920 New
BFA
2103
Beacon Financial Advisory
Ohio
$229K +$219K +4,926 New
RWML
2104
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$229K -$6.8K -153 -3%
SIM
2105
Sadoff Investment Management
Wisconsin
$227K -$160K -3,600 -42%
ACA
2106
Affinity Capital Advisors
California
$225K +$215K +4,833 New
WIM
2107
Westside Investment Management
California
$224K +$350K +7,875 +184%
ICM
2108
Islay Capital Management
Texas
$224K
AP
2109
Adero Partners
California
$224K +$213K +4,800 New
BPC
2110
Banque Pictet & Cie
Switzerland
$224K +$213K +4,800 New
RIG
2111
Roosevelt Investment Group
New York
$224K +$214K +4,806 New
TW
2112
Towerpoint Wealth
California
$223K +$213K +4,788 New
CWA
2113
Clarus Wealth Advisors
Arizona
$221K -$68.2K -1,533 -25%
FP
2114
Financial Perspectives
Minnesota
$221K +$133 +3 +0.1%
EWM
2115
EPG Wealth Management
Georgia
$220K -$92.8K -2,088 -31%
FC
2116
Fusion Capital
South Carolina
$220K +$210K +4,719 New
PP
2117
Pegasus Partners
Wisconsin
$219K -$13.3K -300 -6%
FCM
2118
Firestone Capital Management
Florida
$219K
ADBIC
2119
A.D. Beadell Investment Counsel
Wisconsin
$219K +$209K +4,710 New
CH
2120
Canton Hathaway
Rhode Island
$218K +$200K +4,500 +2,500%
WOC
2121
West Oak Capital
California
$218K +$207K +4,665 New
MKC
2122
M. Kraus & Co
Vermont
$218K +$208K +4,668 New
TWP
2123
Tempus Wealth Planning
California
$217K +$206K +4,644 New
BCB
2124
Brian C. Broderick
$217K +$207K +4,650 New
SFG
2125
SNS Financial Group
Minnesota
$216K +$205K +4,614 New

WMT Hedge Fund Activity: Q3 2020 in Review

2,292 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2020, worth a combined $119B — up 17% from $102B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new WMT positions and 72 closed out — a net gain of 130 holders — while 1,054 added to existing stakes and 801 trimmed.

The largest buyer was Norges Bank, adding an estimated $518M. The largest seller was Renaissance Technologies, cutting an estimated $723M.

  • 2,292 institutional investors held Walmart Inc (WMT) as of Q3 2020, up from 2,180 in Q2 2020.
  • Funds reported $119B of Walmart Inc stock for Q3 2020, up 17% quarter-over-quarter.
  • 202 funds opened new Walmart Inc positions in Q3 2020 and 72 closed out, a net change of +130 holders.
  • The largest Walmart Inc buyer in Q3 2020 was Norges Bank, an estimated $518M added.
  • The largest Walmart Inc seller in Q3 2020 was Renaissance Technologies, an estimated $723M sold.

Based on aggregated 13F filings for Q3 2020.